Introduction
This application driven 1-day programme leads delegates through selected advanced Excel functions and
procedures, explaining the function or procedure and their uses.
This is a very hands-on, non-intimidating, course - delegates work through various exercises under the supervision,
and with the help, of the facilitator to get to grips with the nuances of Excel's advanced functions
Who Should Attend
- All persons using Excel spreadsheets
- All persons involved in the construction and use of spreadsheets and financial models, including budgets,
projections, evaluations, cash flows, projects, etc.
Pre Requisite(s)
- Delegates should be familiar with Microsoft Excel (though not necessarily expert in the use thereof, as any
relevant Excel function pertinent to an exercise will be discussed prior to tackling the exercise).
Excel knowledge required:
Basic & Intermediate Excel skills, including:
- Moving around the spreadsheet & workbook
- Inserting & deleting rows and columns
- Inserting text & formulas
- Copying formulas
- Formatting
- Formula structure
- Making cell addresses absolute
- Naming cells and ranges of cells
Outcomes
By the end of the course delegates will recognize areas where they could improve their own spreadsheeting. They will
be in a position to immediately apply the lessons learnt to their own spreadsheets in their own environment.
Amongst other things the delegates will learn:
- Array functions & formulas
- Grouping and Outlining
- How to create Views of your worksheet
- How to look up and extract data from tables
- How to record macros and assign them to buttons
- How to set up and use Excel's "controls" - Option buttons, spinners, etc.
- How to set up one & two input data tables
- How to work with dates
- Indirect addressing
- "Masks" and their uses
- Pivot tables and consolidating with pivot tables
- The many uses of the CTRL key
- The use of the Row, Rows, Column, Columns and Sumproduct functions
- Working with strings (words)
Course Content
- 30 useful Excel tips
- Arrays - function, formulas and constants
- Consolidating Data from different files
- Controls - using Forms toolbar - drop-down boxes, option and spinner buttons
- Customising toolbars
- Data tables -creating one and two input tables
- Databases - extracting, filtering, searching, sorting - DB Functions
- Dates - formatting dates, time and date functions
- Drilling down and hyperlinking
- Formatting cells - numbers, dates, copying, custom formatting, comments
- Formulas- auditing, copying, displaying, locating, making absolute, naming
- Functions - the function wizard, locating, identifying, using Ctrl key
- Goalseeking
- Grouping and Outlining - collapsing rows and columns
- Identifying input cells, formula cells, value cells
- If statements, and multiple (nested) "if" statements, sumif and countif
- Importing text files - text to columns, text import wizard
- Indirect Addressing
- ISError and ISNumber functions
- Linking - cells, worksheets, workbooks
- Lookup, Hlookup,Vlookup, Match, Index
- Lookups - Looking up and extracting data from tables
- Macros - recording, running and assigning buttons and icons
- Masks and their uses
- Multi sheet workbooks - navigating, summing through sheets
- Naming cells, ranges and formulas
- Pivot Tables - single and multiple ranges
- Protection - files, worksheets, workbooks, hiding formulas
- Reviewing spreadsheets - identifying input and formulas
- Row(S) and Column(S) functions
- Scenarios - creating and managing, producing summaries
- Sensitivity Analysis - sensitivity factors, tables - using Goalseek
- Sheets - copying, deleting, moving, naming, hiding, unhiding
- String functions
- Sumproduct function
- Uses of the CTRL key
- Views - creating custom views
- Viewing worksheets - freezing panes, viewing two sheets/books simultaneously
- Watch Window
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